TrinityPoint Wealth’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.41M | Buy |
11,338
+372
| +3% | +$145K | 0.62% | 36 |
|
|
2024
Q3 | $4.44M | Buy |
10,966
+87
| +0.8% | +$35.3K | 0.64% | 38 |
|
|
2024
Q2 | $3.74M | Buy |
10,879
+544
| +5% | +$187K | 0.59% | 39 |
|
|
2024
Q1 | $3.96M | Buy |
10,335
+495
| +5% | +$190K | 0.66% | 34 |
|
|
2023
Q4 | $3.41M | Buy |
9,840
+387
| +4% | +$134K | 0.62% | 35 |
|
|
2023
Q3 | $2.86M | Buy |
9,453
+178
| +2% | +$53.8K | 0.57% | 47 |
|
|
2023
Q2 | $2.88M | Buy |
9,275
+429
| +5% | +$133K | 0.56% | 47 |
|
|
2023
Q1 | $2.61M | Buy |
8,846
+587
| +7% | +$173K | 0.56% | 46 |
|
|
2022
Q4 | $2.61M | Buy |
8,259
+207
| +3% | +$65.4K | 0.59% | 41 |
|
|
2022
Q3 | $2.22M | Sell |
8,052
-4,914
| -38% | -$1.36M | 0.51% | 50 |
|
|
2022
Q2 | $3.56M | Sell |
12,966
-1,714
| -12% | -$470K | 0.79% | 30 |
|
|
2022
Q1 | $4.39M | Buy |
14,680
+204
| +1% | +$61.1K | 0.8% | 30 |
|
|
2021
Q4 | $6.01M | Sell |
14,476
-172
| -1% | -$71.4K | 1.07% | 19 |
|
|
2021
Q3 | $4.81M | Sell |
14,648
-9
| -0.1% | -$2.95K | 0.92% | 26 |
|
|
2021
Q2 | $4.67M | Buy |
14,657
+18
| +0.1% | +$5.74K | 0.96% | 21 |
|
|
2021
Q1 | $4.47M | Buy |
14,639
+3,041
| +26% | +$928K | 1.04% | 21 |
|
|
2020
Q4 | $3.28M | Buy |
11,598
+81
| +0.7% | +$22.9K | 0.79% | 32 |
|
|
2020
Q3 | $3.2M | Sell |
11,517
-234
| -2% | -$65K | 0.89% | 26 |
|
|
2020
Q2 | $2.94M | Buy |
11,751
+2,413
| +26% | +$605K | 0.93% | 22 |
|
|
2020
Q1 | $1.74M | Buy |
9,338
+115
| +1% | +$21.5K | 0.69% | 36 |
|
|
2019
Q4 | $2.01M | Sell |
9,223
-1,212
| -12% | -$265K | 0.68% | 38 |
|
|
2019
Q3 | $2.45M | Buy |
10,435
+4,662
| +81% | +$1.1M | 0.85% | 29 |
|
|
2019
Q2 | $1.24M | Sell |
5,773
-60
| -1% | -$12.9K | 0.59% | 46 |
|
|
2019
Q1 | $1.12M | Buy |
5,833
+2,732
| +88% | +$524K | 0.55% | 55 |
|
|
2018
Q4 | $533K | Buy |
+3,101
| New | +$533K | 0.33% | 82 |
|